EverSource Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
6,577
-2,057
| -24% | -$53.1K | 0.01% | 931 |
|
|
2025
Q1 | $263K | Sell |
8,634
-2,304
| -21% | -$70.1K | 0.01% | 569 |
|
|
2024
Q4 | $336K | Buy |
10,938
+3,126
| +40% | +$96K | 0.02% | 476 |
|
|
2024
Q3 | $274K | Buy |
7,812
+637
| +9% | +$22.4K | 0.02% | 471 |
|
|
2024
Q2 | $253K | Buy |
7,175
+639
| +10% | +$22.5K | 0.02% | 483 |
|
|
2024
Q1 | $252K | Buy |
6,536
+2,810
| +75% | +$109K | 0.02% | 429 |
|
|
2023
Q4 | $138K | Sell |
3,726
-85
| -2% | -$3.14K | 0.01% | 534 |
|
|
2023
Q3 | $128K | Buy |
3,811
+553
| +17% | +$18.6K | 0.01% | 490 |
|
|
2023
Q2 | $116K | Buy |
3,258
+302
| +10% | +$10.7K | 0.01% | 531 |
|
|
2023
Q1 | $114K | Buy |
2,956
+541
| +22% | +$20.9K | 0.01% | 501 |
|
|
2022
Q4 | $98.3K | Buy |
2,415
+1,389
| +135% | +$56.5K | 0.01% | 514 |
|
|
2022
Q3 | $35K | Buy |
1,026
+425
| +71% | +$14.5K | 0.01% | 731 |
|
|
2022
Q2 | $23K | Sell |
601
-30
| -5% | -$1.15K | 0.01% | 796 |
|
|
2022
Q1 | $25K | Sell |
631
-749
| -54% | -$29.7K | 0.01% | 623 |
|
|
2021
Q4 | $49K | Buy |
+1,380
| New | +$49K | 0.01% | 431 |
|